Broad Run Investment Management, LLC
Broad Run Investment Management, LLC reported 24 positions worth $649.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ASTS (19.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ASTS | SH | $129.4M | 19.91% | 1,455,969 | — | — | |
| ▸ 2 | AMAT | SH | $106.7M | 16.41% | 147,512 | — | — | |
| ▸ 3 | SUNB | SH | $51.4M | 7.90% | 702,078 | — | — | |
| ▸ 4 | BN | SH | $51.3M | 7.89% | 1,204,081 | — | — | |
| ▸ 5 | MKL | SH | $40.2M | 6.19% | 20,578 | — | — | |
| ▸ 6 | ORLY | SH | $34.7M | 5.34% | 376,817 | — | — | |
| ▸ 7 | AON | SH | $33.4M | 5.14% | 100,650 | — | — | |
| ▸ 8 | BAM | SH | $27.0M | 4.16% | 602,709 | — | — | |
| ▸ 9 | HLT | SH | $21.2M | 3.26% | 64,139 | — | — | |
| ▸ 10 | GOOG | SH | $19.2M | 2.96% | 54,423 | — | — |
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Frequently Asked Questions
What stocks does Broad Run Investment Management, LLC hold as of Q2 2026?
Broad Run Investment Management, LLC reported 24 positions worth $649.7M in its Q2 2026 13F filing. Largest positions: ASTS (19.9%), AMAT (16.4%), SUNB (7.9%), BN (7.9%) and MKL (6.2%).
What did Broad Run Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Broad Run Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.